Current Market Value 627,211,000
Current Holdings 115
Most Recent File Date 2022-11-08
Total Filings on Record 27
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by RGT Wealth Advisors, LLC . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2022-11-08 2022-09-30 13F-HR 115 627,211
2022-07-13 2022-06-30 13F-HR 122 595,297
2022-05-05 2022-03-31 13F-HR 112 628,888
2022-02-11 2021-12-31 13F-HR 349 655,498
2021-10-19 2021-09-30 13F-HR 53 506,493
2021-08-13 2021-06-30 13F-HR 55 556,629
2021-05-13 2021-03-31 13F-HR 59 512,332
2021-02-11 2020-12-31 13F-HR 70 476,575
2020-11-12 2020-09-30 13F-HR 40 394,598
2020-08-14 2020-06-30 13F-HR 43 346,509
2020-05-14 2020-03-31 13F-HR 29 155,881
2020-02-14 2019-12-31 13F-HR 31 33,198
2019-11-14 2019-09-30 13F-HR 36 34,431
2019-08-12 2019-06-30 13F-HR 32 31,731
2019-05-14 2019-03-31 13F-HR 18 17,377
2019-02-14 2018-12-31 13F-HR 17 16,817
2018-11-14 2018-09-30 13F-HR 42 29,572
2018-08-14 2018-06-30 13F-HR 42 31,146
2018-05-15 2018-03-31 13F-HR 104 207,979
2018-02-14 2017-12-31 13F-HR 99 186,620
2017-11-14 2017-09-30 13F-HR 93 150,249
2017-08-14 2017-06-30 13F-HR 91 146,172
2017-05-12 2017-03-31 13F-HR 101 147,351
2017-02-13 2016-12-31 13F-HR/A 1 R 122 177,864
2017-02-08 2016-12-31 13F-HR 154 215,861
2017-02-13 2016-09-30 13F-HR/A 1 R 118 161,750
2016-11-30 2016-09-30 13F-HR 123 138,255